Latest West Wealth Group, LLC Stock Portfolio
West Wealth Group, LLC Performance:
2025 Q3: 2.49%YTD: 8.73%2024: 6.9%
Performance for 2025 Q3 is 2.49%, and YTD is 8.73%, and 2024 is 6.9%.
About West Wealth Group, LLC and 13F Hedge Fund Stock Holdings
West Wealth Group, LLC is a hedge fund based in IRVINE, CA. On 10-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $285.1 Millions. In it's latest 13F Holdings report, West Wealth Group, LLC reported an equity portfolio of $443.6 Millions as of 30 Sep, 2025.
The top stock holdings of West Wealth Group, LLC are IJR, IJR, BECO. The fund has invested 11.4% of it's portfolio in ISHARES TR and 9.5% of portfolio in ISHARES TR.
The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (AGT) and PIMCO ETF TR (BOND) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), ISHARES TR (IJR) and ISHARES INC (EMGF). West Wealth Group, LLC opened new stock positions in GLOBAL X FDS (BITS), INVESCO EXCH TRADED FD TR II (CGW) and SEAGATE TECHNOLOGY HLDNGS PL (STX). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), BLACKROCK ETF TRUST II (HYMU) and VANGUARD WORLD FD (EDV).
The top stock holdings of West Wealth Group, LLC are IJR, IJR, BECO. The fund has invested 11.4% of it's portfolio in ISHARES TR and 9.5% of portfolio in ISHARES TR.
The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (AGT) and PIMCO ETF TR (BOND) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), ISHARES TR (IJR) and ISHARES INC (EMGF). West Wealth Group, LLC opened new stock positions in GLOBAL X FDS (BITS), INVESCO EXCH TRADED FD TR II (CGW) and SEAGATE TECHNOLOGY HLDNGS PL (STX). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), BLACKROCK ETF TRUST II (HYMU) and VANGUARD WORLD FD (EDV).
West Wealth Group, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that West Wealth Group, LLC made a return of 2.49% in the last quarter. In trailing 12 months, it's portfolio return was 10.66%.
New Buys
| Ticker | $ Bought |
|---|---|
| global x fds | 8,146,010 |
| invesco exch traded fd tr ii | 1,617,660 |
| seagate technology hldngs pl | 296,382 |
| unitedhealth group inc | 286,521 |
| johnson & johnson | 269,297 |
| visa inc | 269,210 |
| cisco sys inc | 258,431 |
| tarsus pharmaceuticals inc | 254,830 |
New stocks bought by West Wealth Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| blackrock etf trust | 169 |
| blackrock etf trust ii | 76.44 |
| vanguard world fd | 66.28 |
| ishares tr | 64.12 |
| netflix inc | 56.17 |
| vanguard world fd | 49.48 |
| ishares tr | 46.68 |
| j p morgan exchange traded f | 35.88 |
Additions to existing portfolio by West Wealth Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -84.53 |
| ishares tr | -83.96 |
| ishares inc | -76.16 |
| ishares tr | -65.47 |
| ishares tr | -41.57 |
| tesla inc | -23.16 |
| ishares tr | -14.98 |
| bank america corp | -13.26 |
West Wealth Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| j p morgan exchange traded f | -491,356 |
| ishares tr | -378,598 |
| pimco etf tr | -294,640 |
| blackstone inc | -202,623 |
West Wealth Group, LLC got rid off the above stocks
Sector Distribution
West Wealth Group, LLC has about 86.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 86.8 |
| Technology | 7.1 |
| Consumer Cyclical | 1.5 |
Market Cap. Distribution
West Wealth Group, LLC has about 12.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 86.8 |
| MEGA-CAP | 9.6 |
| LARGE-CAP | 2.7 |
Stocks belong to which Index?
About 12.2% of the stocks held by West Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 87 |
| S&P 500 | 12.2 |
West Wealth Group, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of West Wealth Group, LLC
West Wealth Group, LLC has 123 stocks in it's portfolio. About 64.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for West Wealth Group, LLC last quarter.
Last Reported on: 27 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.04 | 54,173 | 13,507,500 | reduced | -2.42 | ||
| AAXJ | ishares tr | 6.54 | 428,476 | 29,033,600 | reduced | -7.93 | ||
| AAXJ | ishares tr | 2.95 | 227,978 | 13,072,200 | reduced | -5.05 | ||
| AAXJ | ishares tr | 1.25 | 48,129 | 5,543,540 | reduced | -65.47 | ||
| AAXJ | ishares tr | 0.50 | 21,117 | 2,197,870 | added | 14.16 | ||
| AAXJ | ishares tr | 0.21 | 9,598 | 917,235 | added | 7.08 | ||
| AAXJ | ishares tr | 0.13 | 5,270 | 564,397 | added | 64.12 | ||
| AAXJ | ishares tr | 0.11 | 3,765 | 473,223 | added | 0.24 | ||
| AAXJ | ishares tr | 0.08 | 6,345 | 336,672 | added | 18.16 | ||
| AAXJ | ishares tr | 0.07 | 3,602 | 291,021 | added | 7.84 | ||
| ABBV | abbvie inc | 0.10 | 1,931 | 436,782 | added | 5.92 | ||
| ACWF | ishares tr | 4.02 | 380,137 | 17,824,600 | added | 2.98 | ||
| ACWF | ishares tr | 0.16 | 10,091 | 687,823 | reduced | -9.31 | ||
| ACWF | ishares tr | 0.06 | 6,579 | 264,928 | reduced | -84.53 | ||
| AFL | aflac inc | 0.06 | 2,272 | 249,446 | added | 0.58 | ||
| AGT | ishares tr | 0.33 | 10,118 | 1,470,600 | reduced | -11.12 | ||
| AGT | ishares tr | 0.08 | 7,661 | 353,803 | added | 4.8 | ||
| AGT | ishares tr | 0.05 | 2,509 | 202,125 | new | |||
| AGT | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMAT | applied matls inc | 0.08 | 1,495 | 340,209 | added | 1.7 | ||